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The So What from BCG

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Not All Growth Is Good—Here's How to Get It Right 20:09

17일 전20:09

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20:09

Justin Manly, BCG’s lead on growth and innovation, explains how businesses can choose the right growth strategy given their aspirations and position in the market. Whether a company is gaining or losing share, in a booming or sluggish industry, profitable growth depends on knowing your starting point. Learn More: Justin Manly: https://on.bcg.com/4kGYyPH BCG’s Latest Thinking on Growth and Innovation Analytics: https://on.bcg.com/4kjTEIB BCG’s Latest Thinking on Corporate Finance and Strategy: https://on.bcg.com/3ZeAMlX Your Growth Strategy Depends on Your Starting Point: https://on.bcg.com/43YpzZm The Vitality Code: How Growth Leaders Master Strategy, Technology, People, and Culture: https://on.bcg.com/4dMKjH1 This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp…

The KE Report

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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

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The KE Report

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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

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#Trading #Business #KE Report

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The KE Report

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US Gold Corp – Value Proposition At The Fully Permitted Shovel-ready CK Gold-Copper Development Project in Wyoming and Keystone Gold Project in Nevada 34:45

2 hours 전34:45

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34:45

Luke Norman, Co-Founder and Chairman of US Gold Corp. (NSADAQ:USAU), joins me to reintroduce the value proposition at the Company’s flagship, fully-permitted, and shovel-ready CK Gold-Copper Project in Wyoming, the upcoming catalysts, as well as the significant underappreciated value in their secondary Keystone Gold Project in Nevada. We start by discussing the 1.6 million gold equivalent ounces of resources, broken down into roughly 1 million ounces of gold and 260 million pounds of copper. They company is in the process of working towards their Definitive Feasibility Study where they’ll demonstrate to the market improved metrics over the prior versions of their Pre-Feasibility Study (PFS). We discussed though that based on the existing PFS, using just a $4.30 copper price and $2,500 gold price that the after-tax NPV of the project is $532Million with a 39.4% IRR and a payback period of 1.63 years. As it stands today there is a10-year mine life, projecting to produce an average of 110,000 gold equivalent ounces per annum, with an All-In Sustaining Cost of $937, an upfront capex of $277Million, and sustaining capital of $13Million per year. Those metrics will all be getting updated in the DFS due out in Q4. Additionally, Luke highlights how their granite is actually very high spec, and a saleable product with several interested parties interested in off-taking this material, so that is even more considerable value above and beyond the gold and copper resources. One other unique feature of the project that we discuss, is that after the pit has been mined out, as part of the mine closure process, it will be turned into a large water storage facility for the surrounding area and state park, and keeps them from having to build larger dams to flood that surrounding area. Next we shift over the value potential of their Keystone Gold Project in Nevada, which is located along the same mineral trend as Nevada Gold Mine’s Cortez Complex. This property has many similarities to this well-endowed district, with the same kind of pathfinder arsenic mineralization with the gold found in these Carlin-gold type systems, as well as the Wenban rock formations. Luke was very constructive of their potential to unlock more value in the project. Wrapping up we discussed the key members of the management team and board of directors, the financial health of the company, the tight share structure, solid analyst coverage, plan to work on the capex financing, and other key upcoming catalysts over the balance of the next several months. If you have any follow up questions for Luke regarding US Gold Corp, then please email me at Shad@kereport.com . Click here to follow the most recent news from US Gold Corp…

The KE Report

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Marc Chandler - Fed Recap, U.S. Data Weakness, and Dollar Trends 19:26

3 hours 전19:26

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19:26

In this KE Report daily editorial, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex, for a timely breakdown of the latest Fed meeting, ongoing U.S. economic data deterioration, and key currency market developments. Key points include: Federal Reserve Recap: The Fed left rates unchanged, but the dot plot revealed a sharply divided committee, ranging from no cuts to three cuts in 2025. Marc notes the underlying message: elevated uncertainty remains, despite Powell’s claim of improved clarity since April. Economic Data Trending Lower: Marc outlines a string of disappointing economic reports - retail sales, industrial output, and housing starts - that point to a gradual weakening of the U.S. economy. He notes that data surprise models have cratered, and the Fed’s GDP forecast for 2025 was revised down to 1.4%. Rate Cut Timing: July vs. September? Despite dovish remarks from Governor Waller, Marc views a July cut as unlikely. Most Fed officials are signaling a wait-and-see approach, with September now the key window, especially if labor market softness persists. Is It Stagflation? While the term is gaining traction, Marc pushes back, arguing inflation remains moderate and real growth, while slowing, is still above recessionary levels. But he acknowledges the “stagflation psychology” is creeping into markets and sentiment. Currency Market Focus: The U.S. dollar remains under pressure, despite a short-term rebound above 99 on the DXY. Marc notes positioning is crowded short and highlights the structural shift in asset allocations away from the U.S. as a longer-term drag. Potential Shocks Ahead: Marc flags two looming risks: • Tariffs - July 9 could bring new U.S. trade actions across pharma, chips, and more. • Middle East Conflict - Oil prices have responded, but broader markets remain cautious unless the conflict escalates. Click here to visit Marc’s site - Marc To Market.…

The KE Report

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Banyan Gold – 30,000 Meter Drill Program Progress, Visible Gold, and High-Grade Targeting at AurMac 14:44

6 hours 전14:44

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14:44

In this KE Report company update, I'm joined by Tara Christie, President and CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF), and Duncan MacKay, Vice President of Exploration. Banyan is advancing its flagship AurMac Gold Project in the Yukon, where a fully funded 30,000-meter drill program is underway. Key points include: Drill Progress: Over 16,000 meters completed to date, with three rigs turning since April. Focus is on expanding and upgrading high-grade zones at the Powerline and Airstrip Deposits, which collectively host over 7 million ounces of gold. Visible Gold Discovery: Duncan details the first-ever visible gold seen at Airstrip, intersected within a high-grade skarn zone. This opens up new geological potential and supports the broader intrusion-related gold system model. Targeting and Modeling: Banyan has upgraded its logging and data systems, enabling real-time 3D geological modeling. This enhances drill targeting precision, especially in zones that could support a starter pit in the upcoming PEA. Regional Exploration: The team is allocating ~10% of drilling to test regional targets outside the current resource area, including underexplored zones with strong soil and geophysical signatures. Catalysts Ahead: Expect drill results from July through November, with a Preliminary Economic Assessment (PEA) planned for Q4 2025. If you have any follow up questions for Tara please email me at Fleck@kereport.com . Click here to visit the Banyan Gold website.…

The KE Report

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Aztec Minerals - Launches Largest Drill Program to Date at Tombstone Project, Arizona 9:09

8 hours 전9:09

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9:09

I’m joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF), to discuss the company’s newly launched 5,000-meter drill program at the Tombstone Gold-Silver Project in Arizona. This is the largest single drill program ever undertaken at Tombstone, targeting both shallow oxide gold-silver mineralization and deeper CRD (carbonate replacement deposit) style polymetallic mineralization. Key topics covered in this interview: Drill Plan Breakdown: 3,200 meters of RC drilling (16 holes) + 1,800 meters of core drilling (3 holes) Deeper Exploration: First tests of CRD mineralization below the Bisbee Group into Paleozoic limestones Targeted Areas: Resource-oriented step-outs to the west and pure exploration drilling to the south and east Discovery Potential: Following up on a 2023 bonanza-grade hit of 569 g/t AgEq over 25.9 meters Funding Secured: $3.6M recently raised, fully funding this program without near-term dilution risk Simon also provides insight into expected assay timelines and how this program could position Aztec for a re-rating, especially with silver prices on the rise. For follow-up questions, contact me directly and I’ll get Simon to respond in a future update. My email address is Fleck@kereport.com . Click here to visit the Aztec Minerals website.…

The KE Report

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Justin Huhn – Part 4 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks 35:14

22 hours 전35:14

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35:14

Justin Huhn, Founder and Publisher of the Uranium Insider, joins me for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, how the longer-term contracting cycle is setting up with utility companies, and what he is watching and how he is positioning in the uranium equities as we’ve started to see a bounce across the sector the last 2 months. This is a longer-format discussion building upon our prior conversations in 2024, because even more key news and developments have been announced in the nuclear and uranium sector. We start off reviewing the 4 executive orders out of the Trump Administration in May that deal with the nuclear and uranium industries, and what this means for the sector and public perception. We spend some time discussing both the tailwinds from the broader generalist interest in Small Modular Reactors (SMRs) and nuclear stocks, but also make the larger point about the attractive supply/demand fundamentals that already existed and still exist, even without AI datacenter electricity demand or even modeling in the SMRS. The global reactor fleet is only continuing to grow, with more new reactor builds in the East, plus mine restarts and mine extensions. There are growing initiatives globally, coming out of the COP29 conference for many nations to triple their nuclear power capacity by 2050. Transitioning over the supply environment from the uranium mining companies, we’ve seen a flurry of news all year out of US and African producers struggling to ramp up production, noting the slower than anticipated restart of the Langer Heinrich Mine operated in Namibia by Paladin Energy (ASX: PDN) (OTCQX: PALAF). Additionally, with Kazakhstan being the largest uranium swing producer via Kazatomprom, we’ve seen guidance lowered the last couple years due to a shortfall of sulphuric acid, and increased taxes on production, with both expected to crimp output. Then, there were even more surprises when Kazatomprom announced a big decrease in their JV production for Canada with Cameco (CCO.V) (CCJ). Next we point out that large development projects in the Athabasca Basin of Canada, like the Phoenix Project held by Denison Mines (TSX: DML) (NYSE: DNN), and in specific the Arrow Project from NexGen Energy (TSX: NXE) (NYSE: NXE), initially anticipated to start bringing on production by 2028 are also seeing timelines get pushed back to 2030 or later. There is very little new supply coming online globally, with the exception of some smaller production out of the US and Australian producers. All of this points to a much more constrained output from global uranium producers, even in face of growing demand. Wrapping up, Justin weighs in on which types and what stage of uranium mining stocks have his interest, and why he remains bullish on US producers and developers, and select Canadian developers and explorers. Click here to visit the Uranium Insider website.…

The KE Report

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Cerrado Gold – Q1 2025 Financials and Operations at Minera Don Nicolas, Value Proposition of Lagoa Salgada and Mont Sorcier 27:08

1 day 전27:08

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27:08

Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q1 2025 operations and financials at Minera Don Nicolas in Argentina, the transformative recent acquisition of Ascendant Resources and the value proposition at the Lagoa Salgada VMS Project in Portugal, along with the further value and optionality at the Mont Sorcier Iron-Vanadium project in Quebec. Q1 2025 M.D.N. Operating Highlights: Q1/25 production of 11,163 Gold Equivalent Ounces (GEOs) Full year guidance of 55,000-60,000 GEOs maintained Adjusted EBITDA of $4.8 million for Q1, 2025 and Cash balance over US$20m AISC of $1,932/oz; Unit costs set to decline as production increases (target AISC US$1,500-1,700/oz ) Record heap leach production of 6,897 GEO During the Quarter Secondary crusher operational and underground development started Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the record heap leach gold equivalent ounce production for the quarter. We discuss the positive impact that the newly installed secondary crusher will bring to production starting at the tail-end of Q2, but then on a move-forward basis in Q3 and beyond, with the quantity of ore being placed on the pad having increased. The production profile will start growing in Q3 with the underground mining having now commenced. With higher gold prices, the CIL plant continued to process lower-grade stockpiles and is planned to continue processing low grade stockpiles through Q2/25, after which it will be blended with new high-grade material from the underground mining operations, and this will increase the average grade throughput at the mill. Another area of future growth will be the 20,000 meter drill program to start exploring the open pit resources, as well as identifying for more satellite open-pits at surface. Having gone underground, there is also now the potential for underground exploration work to begin targeting new areas of mineralization or further defining existing areas of mineralization. Next we unpacked the recent Ascendant Resources Inc. (TSX: ASND) for their 80% interest in the robust Lagoa Salgada VMS Project with a Post-tax NPV of US$147 million and a 39% IRR in the current Feasibility Study. This Project adds both substantial precious metals resources along with critical minerals exposure (42 % Gold & Silver, 24% zinc, 14% copper, and 5% tin) to the future production profile. The Environmental Impact Assessment approval expected imminently, and there will be an optimized Feasibility Study released in Q3, a construction decision in Q4 of 2025. Construction is targeted for early 2016, with first production slated for H2 2027. We wrap up discussing the underappreciated value and ongoing derisking work that is moving towards a Bankable Feasibility Study in Q1 of 2026 at the Mont Sorcier Iron-Vanadium in Quebec. Recent metallurgical test work, has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold.…

The KE Report

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Blackrock Silver – Final Batch Of M&I Conversion Drill Results Demonstrate Higher Silver And Gold Grades, More Up-Dip Mineralization, And Continuity At The Tonopah West Project 16:29

2일 전16:29

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16:29

Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins me to discuss the final batch of high-grade silver and gold assays returned from the M&I Conversion drill program on its 100% owned Tonopah West project in Nevada, United States. Importantly, the company has also released tables with all the M&I drilling data that will be feeding into the updated resource estimate due out at the end of Q3 in September. HIGHLIGHTS: TXC25-139 cut 9.05 metres grading 367 grams per tonne (g/t) silver equivalent (AgEq) (182.8 g/t silver (Ag) & 2.04 g/t gold (Au)) from 187.5 metres, including 0.82 metres grading 2,886 g/t AgEq (1,411 g/t Ag & 16.13 g/t Au), Ag/Au ratio 90:1; TXC25-150 drilled 2.84 metres grading 671.5 AgEq (367 g/t Ag & 3.41 g/t Au) from 162.3 metres, including 0.76 metres grading 1,554 g/t AgEq ( 819 g/t Ag & 8.14 g/t Au); TXC25-146 intercepted 1.16 metres of 1,111 g/t AgEq (615 g/t Ag & 5.50 g/t Au) from 189.5 metres; Results from the entirety of the M&I Conversion Program have validated the geologic model, successfully establishing continuity of the high-grade shoots bearing robust geometry over 350 metres. The shoots remain open to the Northwest and downdip; Significant new zones of near-surface mineralization were encountered during the M&I Conversion Program at higher-than-average grades up-dip from the existing resource shell; Modelling of the M&I Conversion Program drillholes is now underway with an updated mineral resource estimate on Tonopah West on track for Q3, 2025; and Assay results for 7 drillholes from the Company's Northwest step out resource expansion area are currently pending. We review that in addition to higher confidence ounces, where there is now tighter drill spacing and ounces are going to be moving into the measured and indicated categories from inferred, that the resources will be growing in size, raising the overall high-grade deposit to even higher average grades, and there is more up-dip mineralization that will be factoring into the early year economics of the Project. These various data points will be incorporated into the upcoming updated resource estimate due out by September, and will be answering some of the unanswered questions, with a high probability of facilitating a rerating in the valuation of the Tonopah West Project. If you have any follow up questions for Andrew regarding Blackrock Silver, then please email them into me at Shad@kereport.com . In full disclosure, Shad is shareholder of Blackrock Silver at the time of this recording. Click here to visit the Blackrock Silver website to read over the recent news we discussed.…

The KE Report

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Jordan Roy-Byrne - Short-Term Pullback or Setup for a Major Precious Metals Run? 20:17

2일 전20:17

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20:17

We’re joined by Jordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold , for an in-depth look at short-term risks and long-term opportunities in the precious metals space. Jordan kicks off with a cautionary technical read: major ETFs like GDX, GDXJ, and HUI are flashing overbought signals across all key moving averages. Despite this, he points out that not all stocks are stretched, especially among select juniors, which are just beginning to move. We then dive into: Rotation into juniors and silver stocks, with Jordan’s proprietary junior silver index up 83% in just two months Silver’s breakout above $35 and upside targets toward $41, including key resistance and closing levels to watch A historical analog of gold bull markets, comparing today’s setup to the explosive 1970s and the slower 2005 cycle Why Jordan believes $4,500+ gold is possible, and how to manage the cyclical corrections likely to occur along the way The importance of individual stock selection and timely trimming as volatility increases in a true bull market Jordan also highlights a critical takeaway: bull markets reward active management, and identifying which stocks still offer value will be key as momentum rotates. For exclusive stock picks and deeper analysis, visit TheDailyGold.com .…

The KE Report

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Kootenay Silver – High-Grade Maiden Resource At The Columba Project Contains 54 Moz at 284 gpt Silver And Big Expansion Potential 19:06

2일 전19:06

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19:06

Jim McDonald, President and CEO of Kootenay Silver (TSX.V:KTN – OTCQX: KOOYF), joins me to unpack the news out June 17th announcing the completion of the high-grade maiden Mineral Resource Estimate on its 100%-owned Columba Silver Project, located in Chihuahua, Mexico. Key takeaways from this Maiden Mineral Resource Estimate at the Columba Project: 54.1 Moz of silver, 25.2 Mlbs of lead, and 65.6 Mlbs of zinc (Inferred category) 5.92 Mt grading 284 gpt silver, 0.19% lead, and 0.50% zinc All the mineralized veins remain wide open to expansion along strike, to depth or both. Vein continuity is excellent 5 to 6 meters Vein width average across all zones Silver grades are excellent across the mineralized structures We discuss the benefit of the 54 million ounce resource being in pure silver, but also still having extra lead and zinc mineralization above the headline number. Jim mentions that some areas of mineralization at depth may lend to higher pockets of base metals and will be explored with future drilling. With regards to the silver mineralization having the average grade of 284 grams per tonne (gpt), Jim puts this in context with other silver mines in Mexico and globally that are in production at much lower levels, and this is why the company used a 150 gpt economic mining cutoff grade for this resource. The Company will continue with step out drilling of several kilometers of undrilled veins, as well as selective infill on wide-spaced intervals on the known D, B, F, I, and Lupe veins. Jim highlights that their exploration team has designed an additional 50,000 meters of drilling planned at Columba, with the first 20,000 to 30,000 meters focused on expanding the known resource. Jim also compares Columba’s wide, high-grade intercepts to the other more bulk-tonnage resources that the Company has in their portfolio of other projects, outlining this being Kootenay’s most promising project to date; but also pointing out that Kootenay Silver’s combined resources at all projects is well over 300 million ounces of silver equivalent, and should have good leverage to rising underlying metals prices. If you have any follow up questions for Jim please comment below or email us at Fleck@kereport.com or Shad@kereport.com. In full disclosure, Shad is a shareholder of Kootenay Silver at the time of this recording, and may choose to buy or sell shares at any time. Click here to follow the latest news from Kootenay Silver…

The KE Report

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Mike Larson - Insights On Oil, Gold, & Market Volatility Amid Rising Geopolitical Tensions 21:08

2일 전21:08

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21:08

In this Daily Editorial, I’m joined by Mike Larson, Editor-in-Chief at MoneyShow, to dissect what’s moving the markets. With oil spiking back into its multi-year price range and gold consolidating near record highs, Mike walks us through the interplay of geopolitical risk, central bank policy, and investor sentiment. Key discussion topics: Oil rebounds on Israel-Iran conflict: Crude jumps from $67 to $75 as tensions escalate. Mike explains why the market remains balanced, not overheated, thanks to U.S. supply strength and strategic OPEC+ maneuvering. Gold’s leadership and the broadening metals rally: Gold remains strong, but silver, platinum, and copper are joining the move. Mike outlines why the rotation across metals is a sign of deeper institutional interest, not just safe-haven buying. Macro market limbo: With the S&P 500 hovering around 6,000 and little Fed action expected until fall, Mike explains why investors are still stuck in a “wait and see” mode watching for real policy movement from DC or further global catalysts. Trade deals and tariff noise: Despite headlines, Mike argues that many recent "deals" are more political theater than substance, leaving global markets largely unchanged. Plus, Mike shares how new investors, many coming from crypto and tech, are starting to show interest in metals and miners, marking a possible shift in capital allocation. Click here to find out about the upcoming MoneyShow conferences.…

The KE Report

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Cosa Resources – 3,000 Meter Summer Drilling Program Announced Targeting The Hurricane And Cyclone Trends At Murphy Lake North 16:33

2일 전16:33

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16:33

Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on June 17th, announcing a 3,000-meter summer drilling program targeting the Hurricane and Cyclone trends on the Murphy Lake North, which contains up to 2 kilometers strike length of the extension of geology underpinning the Hurricane deposit. Murphy Lake North is a joint venture between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest, and Denison will fund its portion of this upcoming program to retain a 30% interest in the Murphy Lake North Joint Venture.. Highlights of summer exploration program: Largest drill program to date on the Project with a planned 3,000m in 7-8 drill holes Drilling at the Hurricane trend will follow up significant sandstone alteration and structure intersected during the winter 2025 drill program. The final drill hole from that program intersected a significant zone of sandstone-hosted alteration and structure, overshooting optimal target by 25 metres; zone is open along strike in both directions. Drilling at the sub-parallel Cyclone trend to the south will follow up sandstone alteration and continue evaluation of the eastern extension of over 5 kilometres of untested conductive strike Andy walks us through the extension of the Hurricane Trend, where the historic exploration holes were drilled, and where the 4 drill holes from the winter drill program were located. Not only did they find the right faulting and geological structure, but they also found the alteration zone in the sandstone that tells them they are vectoring in on the right areas. He went on to highlight that with the increase in exploration along the Larocque Lake corridor post-2018, the parallel Cyclone trend has quickly become one of the most prospective and underexplored conductive trends in the eastern Athabasca. The Company is also pleased to provide an update on its 70% owned Darby project, also in a JV with Denison, located 10 kilometres west of Cameco’s Cigar Lake uranium mine. Cosa’s reinterpretation of historical data has flagged the 95B, 96D, and 4A conductive trends as initial high-priority exploration targets within the Darby Project. Relogging historical core at Darby to confirm and identify compelling drill ready targets developed from desktop interpretations of historical work We also had Andy touch upon the recent news from May 28th which reported results from the ambient noise tomography (“ANT”) surveys at the Company’s 100% owned Ursa and Orion uranium projects in the Athabasca Basin, Saskatchewan. Target areas characterized by kilometre-scale ANT velocity anomalies that span the unconformity have been identified at Ursa and Orion and may reflect significant uranium bearing hydrothermal systems. Drilling on trend with all target areas has intersected weak uranium mineralization, altered and geochemically enriched structural zones, and graphitic basement rocks; features consistently found near all tier-1 deposits in the eastern Athabasca Basin Keith wraps us up covering the fundamental strength of their larger portfolio of projects, along with the financial strength of the company, which is well-funded to proceed with their summer drill program and initiatives on other properties. If you have any questions for Keith or Andy regarding Cosa Resources, then please email them in to me at Shad@kereport.com . Click here to follow the most recent news from Cosa Resources…

The KE Report

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Surge Copper – Excellent Metallurgical Results and Further Derisking Work Advancing Towards The Pre-Feasibility Study At The Berg Project 31:24

3일 전31:24

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31:24

Leif Nilsson, CEO & Director of Surge Copper (TSX.V:SURG – OTCQX:SRGXF), joins me for a comprehensive update on all derisking work and development work that is building towards a Pre-Feasibility Study (PFS), including the excellent metallurgical results released today at their flagship copper-molybdenum-silver-gold Berg Project in British Columbia. We start off reviewing the resource size and different metals contributions as well as the key economic metrics from the Preliminary Economic Assessment (PEA) released in June 2023. The updated Mineral Resource Estimate includes combined Measured & Indicated resource of 1.0 billion tonnes grading 0.23% copper, 0.03% molybdenum, 4.6 g/t silver, and 0.02 g/t gold, containing 5.1 billion pounds of copper, 633 million pounds of molybdenum, 150 million ounces of silver, and 744 thousand ounces of gold, plus an additional 0.5 billion tonnes of material in the Inferred category. Leif highlights that there has a been a fair bit of infill drilling completed over the last 2 years where more ounces will be moving from the inferred category and into the measured and indicated category when it gets updated along with the coming PFS. The 2023 PEA outlined a base case after-tax NPV8% of C$2.1 billion and IRR of 20% based on long-term commodity price assumptions of US$4.00/lb copper, US$15.00/lb molybdenum, US$23/oz silver, and US$1,800/oz gold plus foreign exchange of 0.77 USDCAD. There is a projected 30-year mine life with total payable production of 5.8 billion pounds (2.6 million tonnes) of copper equivalent (CuEq), including 3.7 billion pounds (1.7 million tonnes) of copper. Leif outlines that these economic metrics will see marked improvements in the upcoming PFS, based on a few different factors. The larger amount of resources in the indicated category will be a factor, as will the the geotechnical drilling showing the potential for steeper pit walls, and the inclusion of mineralization previously below the pit shell from that 2023 study. The conversation then shifted to the recent successful metallurgical tests that demonstrated improved recoveries for copper and molybdenum into the bulk concentrate, as well as the separation into the separate copper and moly concentrates. Highlights of the metallurgical testing: 27 variability composites tested, covering all major rock and alteration types spatially distributed across all areas and depths of the proposed open pit Over 60 flotation tests conducted to optimize parameters and improve recoveries Locked cycle testing achieved up to 90.7% Cu and 93.0% Mo recovery to bulk concentrate grading 29.7% Cu Excellent copper-molybdenum separation confirmed, with Mo recoveries of 94.6% and 95.6% from bulk concentrates across the main hypogene and supergene composites respectively Wrapping up we discussed a number of factors from what the permitting process will look like, the potential for government funding for critical minerals projects in British Columbia and Canada, the strategic partner they have in African Rainbow Minerals Limited (“ARM”) assisting the Project both financially and technically, and an overall sense of, and how the size and scale of the Berg stacks up to other large copper development assets in Canada. If you have any follow-up questions for Leif regarding Surge Copper, then please email them to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Surge Copper at the time of this recording, and may choose to buy or sell shares at any time. Click here to follow the latest news from Surge Copper…

The KE Report

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Jim Tassoni - Momentum Trade Setups in Silver, Equities, Bonds, and Oil 21:20

3일 전21:20

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21:20

In this episode of the KE Report, we reconnect with Jim Tassoni, CEO of Armor Wealth Strategies, for a comprehensive momentum-focused outlook across key markets - including silver, gold, U.S. equities, bonds, and energy. As an active trader, Jim shares what he's trading now, where he's raising stops, and how he's navigating risk in these markets. Discussion highlights: Silver momentum builds: Entry points in futures and SIL; targeting a potential move to $39–$40. Gold stalls: Recent long position and what’s needed for upside continuation. Equity market strength: After being “too bearish,” Jim’s now long futures and letting momentum lead. Small caps and IWM: Half-sized position with a tight stop—cautiously optimistic. Bond positioning: Short TLT, long shorter durations; why he avoids long-term treasuries. Crude oil breakout: A recent win trading the spike driven by geopolitical risk. Dollar breakdown risk: Holding a profitable USD short unless trend reverses. Sell strategy: Why he lets the trend lead and stops manage the exit. Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.…

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1
Inflection Resources - Acquires 12 Projects from Newmont, Major Copper-Gold Exploration Expansion in Australia 12:10

3일 전12:10

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12:10

Inflection Resources (CSE:AUCU - OTCQB: AUCUF) significantly expands its copper-gold exploration footprint with the acquisition of 12 early-stage projects from Newmont, spanning New South Wales and the Northern Territory. President and CEO Alistair Waddell joins me to discuss the strategic fit of this acquisition, which includes: 11 IOCG targets in the Northern Territory - large-scale, shallow cover projects originally generated by Newcrest and lightly explored before the Newmont merger. Bell River Project in the prolific Macquarie Arc, adjacent to some of Australia’s largest copper-gold operations. Alistair explains why these projects align with Inflection’s focus on tier-one scale discoveries, how the company will integrate them alongside the ongoing AngloGold Ashanti exploration earn-in partnership, and what early exploration data suggests about future drill targets. We also get an update on current drill work at the Trangie Project, where recent drilling intercepted porphyry-style mineralization, and what's ahead for other projects within and outside the AngloGold earn-in. Key themes covered: Strategic rationale behind acquiring Newmont’s Australian projects Integration with existing exploration portfolio Ongoing exploration with AngloGold Ashanti Newsflow expectations for H2 2025 Have questions for Alistair? Send them my way, I’ll include them in future interviews - Fleck@kereport.com . Click here to visit the Inflection Resources website to learn more about the Company.…

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1
Craig Hemke - Dollar Weakness, Silver CoT Insights, and Gold’s Central Bank Tailwind 19:55

4일 전19:55

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19:55

Craig Hemke, Founder & Editor TF Metals Report, joins us for his weekly editorial to break down the latest moves in the U.S. Dollar, the precious metals sector, and positioning in the silver market. Key Themes Covered: U.S. Dollar Breakdown: With the DXY falling below 98, approaching multi-year lows, Craig discusses how this weakness acts as a tailwind for precious metals and broader commodities. He outlines the inverse tick-for-tick trading patterns between the dollar and gold, especially during key Fed events. Silver COT Warning Signs: Despite silver pushing above $36, Craig flags caution based on the CoT (Commitment of Traders) report positioning. Speculative interest may be topping out, creating the potential for a pullback tied to July contract expirations and positioning rollovers. Gold/Silver Ratio Outlook: While some traders use the gold-silver ratio to toggle exposure, Craig remains focused on fundamental and technical price action. He wouldn't be surprised to see the ratio revisit 100 before silver regains momentum. Silver Stocks Divergence: We analyze the recent disconnect between silver prices and the underperformance of silver equities like SIL and SILJ, even amid record volume. Craig discusses how shallow market depth and investor skepticism may still be suppressing upside despite stronger silver pricing. Gold’s Long-Term Drivers: With central banks continuing to add to gold reserves and global debt exploding (e.g., $116,000/second added to U.S. debt in May alone), Craig emphasizes that fiat devaluation remains the core bullish case for gold in the years ahead. Visit https://www.tfmetalsreport.com for more of Craig’s insights Drop your questions in the comments and subscribe for future updates.…

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